 APPLE INCAAPL |
| 10.28% | 10.28% | $10.9M | 78,861 | $10.9M | 78,861 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 5.31% | 5.31% | $5.6M | 24,194 | $5.6M | 24,194 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 4.6% | 4.6% | $4.9M | 9,656 | $4.9M | 9,656 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 4.47% | 4.47% | $4.7M | 41,966 | $4.7M | 41,966 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 3.92% | 3.92% | $4.2M | 43,577 | $4.2M | 43,577 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 3.64% | 3.64% | $3.9M | 7,607 | $3.9M | 7,607 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 3.38% | 3.38% | $3.6M | 11,086 | $3.6M | 11,086 | 00.00% | Unchanged |
 UNITED RENTALS INCURI |
| 3.18% | 3.18% | $3.4M | 12,486 | $3.4M | 12,486 | 00.00% | Unchanged |
 OCCIDENTAL PETE CORPOXY |
| 3.18% | 3.18% | $3.4M | 54,883 | $3.4M | 54,883 | 00.00% | Unchanged |
 ON SEMICONDUCTOR CORP COMON |
| 3.1% | 3.1% | $3.3M | 52,710 | $3.3M | 52,710 | 00.00% | Unchanged |
 SHERWIN WILLIAMS COSHW |
| 3.04% | 3.04% | $3.2M | 15,742 | $3.2M | 15,742 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 2.98% | 2.98% | $3.2M | 23,565 | $3.2M | 23,565 | 00.00% | Unchanged |
 REGENERON PHARMACEUTICALSREGN |
| 2.82% | 2.82% | $3.0M | 4,347 | $3.0M | 4,347 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 2.79% | 2.79% | $3.0M | 26,134 | $3.0M | 26,134 | 00.00% | Unchanged |
 EOG RES INCEOG |
| 2.75% | 2.75% | $2.9M | 26,122 | $2.9M | 26,122 | 00.00% | Unchanged |
 CHUBB LIMITEDCB |
| 2.56% | 2.56% | $2.7M | 14,930 | $2.7M | 14,930 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 2.51% | 2.51% | $2.7M | 27,848 | $2.7M | 27,848 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 2.43% | 2.43% | $2.6M | 26,828 | $2.6M | 26,828 | 00.00% | Unchanged |
 LANDSTAR SYS INCLSTR |
| 2.42% | 2.42% | $2.6M | 17,736 | $2.6M | 17,736 | 00.00% | Unchanged |
 DOLLAR TREE INCDLTR |
| 2.41% | 2.41% | $2.6M | 18,783 | $2.6M | 18,783 | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 2.39% | 2.39% | $2.5M | 35,648 | $2.5M | 35,648 | 00.00% | Unchanged |
 LKQ CORPLKQ |
| 2.15% | 2.15% | $2.3M | 48,266 | $2.3M | 48,266 | 00.00% | Unchanged |
| PPTC INC COMPTC |
| 2.13% | 2.13% | $2.3M | 21,557 | $2.3M | 21,557 | 00.00% | Unchanged |
 AKAMAI TECHNOLOGIES INCAKAM |
| 2.1% | 2.1% | $2.2M | 27,662 | $2.2M | 27,662 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 2.01% | 2.01% | $2.1M | 7,476 | $2.1M | 7,476 | 00.00% | Unchanged |
 CHARTER COMMUNICATIONSCHTR |
| 1.99% | 1.99% | $2.1M | 6,964 | $2.1M | 6,964 | 00.00% | Unchanged |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 1.84% | 1.84% | $2.0M | 25,844 | $2.0M | 25,844 | 00.00% | Unchanged |
| MMKS INC.MKSI |
| 1.31% | 1.31% | $1.4M | 16,848 | $1.4M | 16,848 | 00.00% | Unchanged |
| SSEI INVTS COSEIC |
| 1.19% | 1.19% | $1.3M | 25,801 | $1.3M | 25,801 | 00.00% | Unchanged |
 DEVON ENERGY CORP NEWDVN |
| 0.87% | 0.87% | $919,000 | 15,290 | $919,000 | 15,290 | 00.00% | Unchanged |
 AVERY DENNISON CORPAVY |
| 0.76% | 0.76% | $811,000 | 4,982 | $811,000 | 4,982 | 00.00% | Unchanged |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.75% | 0.75% | $794,000 | 1,747 | $794,000 | 1,747 | 00.00% | Unchanged |
 PUBLIC STORAGE COMPSA |
| 0.71% | 0.71% | $756,000 | 2,582 | $756,000 | 2,582 | 00.00% | Unchanged |
 D R HORTON INCDHI |
| 0.62% | 0.62% | $659,000 | 9,787 | $659,000 | 9,787 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.62% | 0.62% | $658,000 | 8,030 | $658,000 | 8,030 | 00.00% | Unchanged |
 VALERO ENERGY CORP COMVLO |
| 0.56% | 0.56% | $599,000 | 5,606 | $599,000 | 5,606 | 00.00% | Unchanged |
 MICROCHIP TECHNOLOGYMCHP |
| 0.55% | 0.55% | $579,000 | 9,493 | $579,000 | 9,493 | 00.00% | Unchanged |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.53% | 0.53% | $561,000 | 1,192 | $561,000 | 1,192 | 00.00% | Unchanged |
 CUMMINS INCCMI |
| 0.48% | 0.48% | $514,000 | 2,528 | $514,000 | 2,528 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.46% | 0.46% | $483,000 | 2,961 | $483,000 | 2,961 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.46% | 0.46% | $483,000 | 2,570 | $483,000 | 2,570 | 00.00% | Unchanged |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.45% | 0.45% | $473,000 | 3,168 | $473,000 | 3,168 | 00.00% | Unchanged |
 EQUINIX INCEQIX |
| 0.45% | 0.45% | $473,000 | 832 | $473,000 | 832 | 00.00% | Unchanged |
| IISHARES RUSSELL 2000 VALUE ETFIWN |
| 0.38% | 0.38% | $407,000 | 3,153 | $407,000 | 3,153 | 00.00% | Unchanged |
 SKYWORKS SOLUTIONS INCSWKS |
| 0.37% | 0.37% | $396,000 | 4,648 | $396,000 | 4,648 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.37% | 0.37% | $392,000 | 3,749 | $392,000 | 3,749 | 00.00% | Unchanged |
 CENCORA INCCOR |
| 0.37% | 0.37% | $390,000 | 2,883 | $390,000 | 2,883 | 00.00% | Unchanged |
 METLIFE INC COMMET |
| 0.31% | 0.31% | $325,000 | 5,349 | $325,000 | 5,349 | 00.00% | Unchanged |
 BOOKING HOLDINGS INC COMBKNG |
| 0.29% | 0.29% | $309,000 | 188 | $309,000 | 188 | 00.00% | Unchanged |
 KROGER CO COMKR |
| 0.28% | 0.28% | $302,000 | 6,908 | $302,000 | 6,908 | 00.00% | Unchanged |
